HBWM
Hollow Brook Wealth Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-80,929
| Closed | -$6.24M | – | 60 |
|
|
2014
Q1 | $6.24M | Sell |
80,929
-85,157
| -51% | -$6.56M | 2.04% | 22 |
|
|
2013
Q4 | $12.8M | Sell |
166,086
-2,738
| -2% | -$211K | 4.2% | 7 |
|
|
2013
Q3 | $9.76M | Sell |
168,824
-9,374
| -5% | -$542K | 3.42% | 9 |
|
|
2013
Q2 | $10.5M | Buy |
+178,198
| New | +$10.5M | 3.87% | 9 |
|